Managing account emails

This document gives formatting instructions for creating and managing account email addresses. These email addresses will be used to receive notifications from the software or to send out messages to your supporters. A full list and description of ‘account emails’ is shown below.

We are currently in the process of updating the user interface. For now, you will be able to access the editor for all 'Account Emails' by visiting the "Legacy tools" using the link provided in the dashboard. Once in the legacy tools, you can return to the dashboard by clicking "new dashboard".

Many of these settings are accessible within the relevant areas of the new UI.

Creating account emails

Go to "Account defaults > Manage account emails" in the top navigational menu. Locate the account email you wish to create and then click on:

You’ll be taken to the ‘Account email’ creation screen, where you will need to fill in the email address details. Enter the email address you wish to use in the first field and the name associated with this address in the second field, and click on 'Submit'.

Email type

Description

Sender for thank you email

The ‘sender’ for a thank you email sent to supporters once they complete an action (e.g. campaigns@orgname.org).

Once created, you’ll need to select the relevant thank you email ‘sender’ by going to the build area of your campaign and clicking on the ‘Thank you email’ for your campaign and selecting the email from the dropdown list.

Notification alert email

The recipient of notification emails generated by the software. These notifications include completed broadcast emails, import, and export jobs.

Broadcast sender email

The sender of a email campaigns that you send out to your supporters.

Once created, you’ll need to select the relevant ‘sender’ from the dropdown list when you come to send your broadcast email.

Default email

An email address used as a default email if other specific account emails are not set up.

Data capture email recipient

You can receive notification emails every time a supporter signs up to a data capture action, e.g. a registration form for an event.

Once created, you’ll need to go to the ‘admin’ of your data capture action and select the relevant ‘Data email recipient’ from the dropdown list at the bottom of the page.

Template expiration recipient

If you have set an email template in a trigger series to expire, you’ll need to set an email address which will receive notification five days before expiry.

Once created, you’ll need to select the relevant email address to get the notification from the dropdown list when you are scheduling your triggered emails. See the triggers help file for more information.

Fundraising transaction recipient

You can receive notification emails every time a supporter makes a donation.

Once created, you’ll need to go to the ‘admin’ of your donation page and select the relevant ‘Transaction recipient’ from the dropdown list at the bottom of the page.

Supporter note follow-up recipient

If you have created a ‘supporter note’ on the manage supporters page, you can set an email address that will receive the reminder regarding this note.